Hello Fish - I’m trying to file my taxes by myself and would need some help. I am a co-owner of an investment property along with 2 others. The 1098 provided by lender has neither my SSN nor my details. While researching, I understood that I can still submit Schedule E with my share of mortgage interest . This would be 33% of total mortgage interest . Is my understanding correct ?

New to investing and have 60k I want to buy index funds/ETFs with, should I invest like 5-10k a month or all at once? For context, I have emergency fund already established and contributed to Roth IRA

Hi Sharks
I am 25 years old with in hand salary of 1L(just from last month) and i want to buy a term insurance plan. My questions are:
1. Is it wise to take 2 plans of term insurance one with return of 60 years and another without return of 80 years of each 1cr.
2. Is it wise to include health riders in insurance plan to claim for 80d or just chose health insu
3. How much one can ideally shell out for insurance per month (both term and health) for self in terms of percentage of monthly income.

Just checked all the assets and realized we're close to 1M€ net worth. Most of it is on the house, don't feel rich at all.

Are you going to invest in Navi's Index fund ?

Any good ideas to keep your day job and start a business that allows for enough freedom to take taxable income from 350k to 0?

Significant other and I crossed the combined $1M net worth mark this quarter! Mostly in RE and 401k so we will not be FIRE-ing but still excited to be in the 7fig club.

Sorry, need someplace to celebrate and you guys are awesome.

Does anyone use yieldstreet or crowdstreet for real estate investment?

I’ve been thinking about getting into real estate investing. Not right now but later down the road. I’ve been trying to save up for a down payment. What are some good resources for a beginner? Blogs, YouTube, books etc I’m not looking for paid courses because I will be learning at a slow pace. Any help will be appreciated.

Markets in red🔻 Good day to invest?
Current portfolio down by 7%
What is the ideal number of funds to invest in if monthly budget for SIP is 40K?

Max out 401k before contributing to taxable brokerage? Roth IRA is already maxed out.

How much money do you keep in your savings account?

Any good mf with less tracking error to invest in us equity.

Y’all I want to thank you for the tax discussion/questions we have in this bowl. I've been applying it to my job and it's helping. 😄 Of course, everything should be taken with a grain of salt.

I am moving to Charlotte, NC for a new job. I currently live in Portland, OR and have a single family home here. With my income, and current mortgage, I can afford a 350k house I’m Charlotte with about 10% down. What are the pros and cons of buying a new place in Charlotte and then sell my house in Portland?

Anybody having experience good/bad about investing through Wint Wealth? Seems like a good way to diversify the liquid portion of the portfolio......if I am greedy this looks better than those liquid funds and a 100% safer than those too.
Also what independence disclosures will apply after the NSDL being made mandatory brokerage account....for Wint Wealth related investments

I’m leaving my job soon but I’m wondering if I should be truthful when I hand in my letter of resignation. There’s a ton of reasons but it boils down to: I’m worth more than they can pay me and I need to pay off these student loans. What should I say?

Other than a Tesla, what make and model has the best acceleration per dollar?

For all you money people, which platform is the best (user friendly and lowest fees) for trading among: trade station, interactive brokers, td, fidelity, eTrade, or schwab? Does how much $ you’re playing with make a difference in choosing?

Has anyone just taken a break from work without anything lined up? Every offer I’ve gotten wants me to start in a month and with 2 weeks notice that leaves me only 2 weeks to recharge. For my mental health I really think I need an extended break (like 3 months). I have about 60k liquid to sustain myself and pay about $1500 a month in rent.

Does anyone work / know someone working at the startup Truveta?

Leadership role in my state university’s alumni group vs leadership role at my firm’s early career group? Want to develop ways to show leadership for MBA applications in a few years. Thoughts?

Which is good to join..Publicis sapient or LTI?

My OCD is really bothering me 😢. Please share what has helped your OCD. Thanks !!

BCG fishes: If you make a temporary transfer to another office for 12-24 months, will your salary (& taxes) come from the home office or the office that you transferred to?

We have a number of positions open at ZS, if you're interested please take a look at our careers page and DM me if you need a referral :) Note, ZS doesn't do visa sponsorship.

Anyone heard of Stax, Inc.? Any insight to culture, wlb, pay etc?

TTP Properties of Numbers is kicking my ass. Any helpful tips/tricks to remembering all the rules?

What are your thoughts on pay discrepancies based on family structure? Ex. Two people do the same job but one is paid more or given a larger bonus “because they have kids and you live alone” or “because their family is struggling”. Is that an ethical factor if both employees do the same job at the same pace, quality, etc?

Hi fishes! I recently graduated. I got campus placed as associate analyst consulting in Deloitte in my 5th semester. It's been an year there was no communication from the Deloitte apart from the letter of intent. Now recently I received a mail saying we'll be onboarding in phases and onboarding will be completed for 2022 batch by February 2023 . Legit they are making us wait for another 6 months....like wtf is thissss!??!????!!!! Your opinion/advice/suggestions are most welcomed!!!

Can anyone share any examples of outstanding direct to consumer healthcare ads?

Is there a file/list of average compensation by grade and firm for Australian consultants?

TRX, HODL or SELL ? Should I buy more ?

Anyone into APPC, Aelf and Aion? Thoughts

Latteraling to new firm. Do you share your current Non-disclosure Agreement with HR during the recruitment process?

What are the most industry-related conferences and networking events worth going to?

Any of you in FinTech coverage? Part of TMT or FIG?

Is this legal?
After being mugged and having my things (including my keys) stolen, I was locked out of my townhome after business hours on a weekend. I was told on the phone when dialing my complex’s after hours number (which is managed by a 3rd party company) that my complex’s policy would let me in for a cost of $100 (as it was after hours). After I was let in, property manager informed me the charge was $200. Is there anything I can do here? This is in Minnesota. Help appreciated!!

I have significant equity in a property (300k+) and maybe another 200k across other properties. I have a decent amount of money in cash and already 200k or so in stocks. Would you consider pulling money through cash out refi and using it? I get nervous for stocks being so high. I have a few properties in pipeline already. How would you suggest using it (if at all).

This is the thread to boast about a creative deal that you made by using leverage and/or collateral.

At what income level should one be comfortable to spend 2400/mo on rent in HCOL? Assuming single, no kids, no debt or major expenses.

My realtor looked at a unit for me, and shared the video w me. I’m interested. The unit is on MLS. Then he posted on his IG story seeking buyer. I’m kinda annoyed because now I may have competitions since he is my realtor OR should I be ok for him to do that since it’s equal playing field on MLS?

Worked with an agent on my first deal, great. Second deal now and I’m getting my license myself. I’d like to use her as a backboard for ideas and don’t mind giving her a “finders fee” or something but would like to capture the commissions myself. What would be the normal way to have this convo?

Looking for experiences/opinions on A/C options for old houses. E.g., high velocity ducts vs ductless mini splits. Seems like mini splits are way easier and possibly more effective...but seems like an eye sore. Or... is it just what a contractor thinks will work given your house? Curious what everyone thinks!

Hey hey all. I am writing a book on value creation in commercial real estate - from site selection to tenant management basically capture where industry experts see value lost or opportunities not captured. Anyone want to contribute to some insights ?

I’ve been thinking about getting into real estate investing. Not right now but later down the road. I’ve been trying to save up for a down payment. What are some good resources for a beginner? Blogs, YouTube, books etc I’m not looking for paid courses because I will be learning at a slow pace. Any help will be appreciated.

I am moving to Charlotte, NC for a new job. I currently live in Portland, OR and have a single family home here. With my income, and current mortgage, I can afford a 350k house I’m Charlotte with about 10% down. What are the pros and cons of buying a new place in Charlotte and then sell my house in Portland?

Need a recommendation for a solid real estate attorney in Columbus, Ohio. Someone who specializes in rental properties and evictions. Any help appreciated. Thanks!

In process of buying a house, both my surveyor and specialist damp contractor found damp under kitchen tiles (In the grout) & in skirting boards and up one wall. Sellers had work done initially in 2014 on the wall only(with garuntee) & their company has visited and assured there is no damp… what is next best course of action, get another damp specialist to examine independently of other reports? I don’t trust them….. (U.K. Victorian terrace, damp is in the kitchen extension built circa. 15 y/o)

How can I invest in real estate ? Looking for an additional passive income source

I am wanting to start investing in real estate in the new year… I’m using this month to read up on it and familiarize myself with it. I am a true beginner and wanted to ask for any tips, tricks, advice, books, videos, magazines, podcasts, etc to start? Please let me know!

How did you get started with your personal investing in stocks? I am 26, F, have some money in savings, 401k, stocks and just started my own business albeit small. I’m extremely interested in real estate investing have been reading and listening to podcasts. Any advice?

Anyone ever had the trim on your house painted? 2000 square feet, was quoted $3500. This included the trim, garage door, and front door. Seems reasonable, no?

Does anyone have experience with out of state turnkey real estate investing? Would you recommend any companies? I live in Sacramento where prices for real estate are inflated so I can't buy local.

Any Property Management recs in Seattle area? :(